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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

Invesco BulletShares 2025 Municipal Bond ETF logo
$24.52 -0.06 (-0.24%)
(As of 05:26 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$46.28M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$12.74M
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BSMP Institutional Buying and Selling by Quarter

Invesco BulletShares 2025 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC91,973$2.25M0.0%+31.6%0.968%
11/15/2024 Jane Street Group LLC47,463$1.16M0.0%-83.8%0.500%
11/15/2024 Stifel Financial Corp20,242$496K0.0%+24.3%0.213%
11/15/2024 Integrated Wealth Concepts LLC147,545$3.61M0.0%+4.7%1.553%
11/14/2024 Captrust Financial Advisors21,340$523K0.0%+6.4%0.225%
11/14/2024 Atlantic Union Bankshares Corp182,746$4.48M0.3%+36.4%1.924%
11/12/2024 Meridian Wealth Management LLC30,545$748K0.0%+19.3%0.322%
11/8/2024 Avior Wealth Management LLC68,165$1.67M0.1%+72.2%0.718%
11/8/2024 PNC Financial Services Group Inc.81,570$2.00M0.0%+28.2%0.859%
11/7/2024 Thrivent Financial for Lutherans29,948$734K0.0%+33.9%0.315%
11/6/2024 River Street Advisors LLC15,537$381K0.2%+14.3%0.164%
11/6/2024 OneDigital Investment Advisors LLC47,955$1.17M0.0%+34.4%0.505%
11/5/2024 Paulson Wealth Management Inc.40,739$998K0.3%+17.1%0.429%
11/5/2024 Aptus Capital Advisors LLC69,219$1.70M0.0%+6.3%0.729%
11/4/2024 Addison Advisors LLC10,170$249K0.1%+22.9%0.107%
10/31/2024 Confluence Investment Management LLC212,421$5.20M0.1%-5.8%2.236%
10/29/2024 Key Financial Inc87,040$2.13M0.5%+44.1%0.916%
10/29/2024 Farther Finance Advisors LLC1,034$25K0.0%-95.9%0.011%
10/28/2024 Creative Financial Designs Inc. ADV4,041$99K0.0%N/A0.043%
10/28/2024 Hills Bank & Trust Co20,018$490K0.0%+16.6%0.213%
10/28/2024 Focus Financial Network Inc.53,715$1.32M0.1%+11.1%0.571%
10/25/2024 Voisard Asset Management Group Inc.29,354$719K0.3%+1.9%0.312%
10/25/2024 MONECO Advisors LLC47,611$1.17M0.1%+52.3%0.507%
10/24/2024 Clear Harbor Asset Management LLC18,796$460K0.0%+14.6%0.200%
10/22/2024 Foundry Financial Group Inc.8,200$201K0.1%N/A0.087%
10/22/2024 Private Advisor Group LLC45,433$1.11M0.0%-1.5%0.483%
10/21/2024 Denver Wealth Management Inc.54,123$1.33M0.6%+5.3%0.576%
10/18/2024Resonant Capital Advisors LLC80,445$1.97M0.1%-1.7%0.856%
10/18/2024 AA Financial Advisors LLC40,123$983K0.3%+4.3%0.427%
10/18/2024Raymond James & Associates105,673$2.59M0.0%-26.5%1.124%
10/18/2024Precedent Wealth Partners LLC63,891$1.57M0.5%+20.7%0.680%
10/17/2024 Claro Advisors LLC44,367$1.09M0.1%+400.6%0.472%
10/16/2024 Cornerstone Wealth Management LLC34,293$840K0.1%+5.3%0.365%
10/16/2024 Sentinel Pension Advisors Inc.29,390$720K0.1%+9.5%0.313%
10/16/2024 Asset Dedication LLC97,811$2.40M0.2%+5.1%1.041%
10/10/2024 Webster Bank N. A.52,774$1.29M0.1%+62.1%0.561%
10/8/2024 CWM LLC332,110$8.13M0.0%-1.5%3.533%
10/8/2024 Tlwm21,120$517K0.1%-7.2%0.225%
10/1/2024 Davis Capital Management19,975$489K0.4%-15.4%0.220%
8/28/2024Farmers National Bank51,302$1.25M0.4%-2.2%0.564%
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8/16/2024 Northwestern Mutual Wealth Management Co.76,198$1.85M0.0%+24.8%0.837%
8/16/2024 NewEdge Advisors LLC122,988$2.99M0.0%+4.2%1.352%
8/14/2024 Bank of Montreal Can59,571$1.44M0.0%-26.4%0.655%
8/8/2024 Envestnet Asset Management Inc.157,329$3.82M0.0%+15.0%1.729%
8/7/2024 Ashton Thomas Private Wealth LLC2,542$62K0.0%N/A0.028%
8/6/2024 Koss Olinger Consulting LLC9,365$227K0.0%N/A0.103%
8/6/2024 Asset Dedication LLC93,106$2.26M0.2%-1.5%1.023%
8/5/2024 Private Advisor Group LLC46,106$1.12M0.0%-4.3%0.507%
8/5/2024 Addison Advisors LLC8,275$201K0.1%-9.1%0.091%
8/1/2024Resonant Capital Advisors LLC81,827$1.99M0.2%-3.4%0.919%
7/31/2024 Aptus Capital Advisors LLC65,138$1.58M0.0%+3.3%0.732%
7/31/2024 Farther Finance Advisors LLC25,194$612K0.0%+7.8%0.283%
7/31/2024Commonwealth Equity Services LLC289,966$7.04M0.0%-1.5%3.258%
7/30/2024 WESPAC Advisors LLC17,328$421K0.3%-50.0%0.195%
7/30/2024 Key Financial Inc60,408$1.47M0.4%+67.5%0.679%
7/26/2024 AlphaStar Capital Management LLC39,957$971K0.1%+22.4%0.449%
7/26/2024 First Command Advisory Services Inc.9,660$235K0.0%+738.5%0.109%
7/26/2024 Paulson Wealth Management Inc.34,783$845K0.2%+20.0%0.391%
7/25/2024 Hills Bank & Trust Co17,163$417K0.0%+184.9%0.193%
7/25/2024 Atlantic Union Bankshares Corp134,019$3.26M0.2%+19.5%1.506%
7/24/2024 Secure Asset Management LLC26,395$641K0.1%+5.1%0.297%
7/23/2024Precedent Wealth Partners LLC52,926$1.29M0.5%+17.7%0.595%
7/22/2024 Masso Torrence Wealth Management Inc.21,356$519K0.3%-2.0%0.240%
7/22/2024 Horizons Wealth Management13,803$339K0.3%-59.9%0.155%
7/22/2024 Focus Financial Network Inc.48,332$1.18M0.0%-2.4%0.543%
7/22/2024 Hobbs Group Advisors LLC36,541$888K0.3%N/A0.411%
7/22/2024 Carnegie Investment Counsel67,805$1.65M0.1%-3.1%0.762%
7/22/2024 Denver Wealth Management Inc.51,406$1.25M0.6%-5.0%0.578%
7/19/2024 MONECO Advisors LLC31,256$759K0.1%+266.2%0.351%
7/19/2024Raymond James & Associates143,815$3.49M0.0%+1.8%1.616%
7/17/2024 Clear Harbor Asset Management LLC16,396$398K0.0%+12.4%0.184%
7/16/2024 Cornerstone Wealth Management LLC32,577$791K0.1%+8.4%0.366%
7/16/2024 AA Financial Advisors LLC38,484$935K0.3%+8.8%0.432%
7/16/2024 Voisard Asset Management Group Inc.28,800$700K0.3%+16.1%0.324%
7/15/2024 Sterling Financial Group Inc.15,287$371K0.2%-12.0%0.172%
7/12/2024 Diversify Advisory Services LLC15,686$382K0.0%N/A0.176%
7/12/2024 Webster Bank N. A.32,550$791K0.1%+45.6%0.366%
7/12/2024 CRA Financial Services LLC16,000$389K0.1%N/A0.180%
7/10/2024CGN Advisors LLC64,389$1.56M0.2%-10.4%0.723%
7/10/2024 CWM LLC337,110$8.19M0.0%+1.1%3.788%
7/2/2024 Davis Capital Management23,610$573K0.5%-9.7%0.265%
7/1/2024 Confluence Investment Management LLC225,588$5.48M0.1%-0.4%2.535%
5/16/2024 Jane Street Group LLC392,813$9.56M0.0%+886.3%4.414%
5/14/2024 Sentinel Pension Advisors Inc.21,829$531K0.1%+36.4%0.245%
5/13/2024 PAX Financial Group LLC42,474$1.03M0.2%-7.0%0.477%
5/6/2024 OLD Second National Bank of Aurora33,176$808K0.2%+6.6%0.373%
5/4/2024 Paulson Wealth Management Inc.28,993$706K0.2%+6.5%0.326%
5/3/2024 AA Financial Advisors LLC35,375$861K0.3%+26.9%0.397%
4/30/2024 Private Advisor Group LLC48,163$1.17M0.0%+6.4%0.541%
4/30/2024 Foundry Financial Group Inc.10,900$265K0.2%-36.9%0.122%
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4/29/2024Commonwealth Equity Services LLC294,498$7.17M0.0%+1.2%3.309%
4/29/2024Benjamin F. Edwards & Company Inc.15,689$382K0.0%-21.2%0.176%
4/26/2024 YHB Investment Advisors Inc.1,800$44K0.0%N/A0.020%
4/26/2024 MONECO Advisors LLC8,536$208K0.0%-12.0%0.096%
4/23/2024Precedent Wealth Partners LLC44,964$1.09M0.5%+30.9%0.505%
4/18/2024 Silverlake Wealth Management LLC11,024$268K0.1%N/A0.124%
4/18/2024 Claro Advisors LLC8,854$216K0.0%-28.3%0.099%
4/17/2024 River Street Advisors LLC18,594$453K0.3%N/A0.209%
4/16/2024 OneAscent Financial Services LLC195,040$4.75M0.5%+7.9%2.191%
4/16/2024 Webster Bank N. A.22,355$544K0.1%+12.3%0.251%
(Data available from 1/1/2016 forward)

BSMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMP shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Invesco BulletShares 2025 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.79M), LPL Financial LLC ($9.54M), CWM LLC ($8.13M), Commonwealth Equity Services LLC ($7.04M), UBS Group AG ($6.02M), Confluence Investment Management LLC ($5.20M), and OneAscent Financial Services LLC ($4.75M).Learn more on BSMP's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2025 Municipal Bond ETF stock?

Of the 96 institutional investors that purchased Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($462.83K), Jane Street Group LLC ($352.99K), CWM LLC ($316.52K), LPL Financial LLC ($236.29K), OneAscent Financial Services LLC ($195.04K), Atlantic Union Bankshares Corp ($182.75K), and Gateway Wealth Partners LLC ($159.89K).

How much institutional buying is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have bought a total of 4,352,497 shares in the last 24 months. This purchase volume represents approximately $151.69M in transactions.

Which Invesco BulletShares 2025 Municipal Bond ETF major shareholders have been selling company stock?

Of the 38 institutional investors that sold Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($245.21K), Resonant Capital Advisors LLC ($113.90K), Raymond James & Associates ($38.14K), CGN Advisors LLC ($35.83K), Private Advisor Group LLC ($31.67K), Carnegie Capital Asset Management LLC ($28.90K), and Farther Finance Advisors LLC ($24.16K).

How much institutional selling is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have sold a total of 765,197 shares in the last 24 months. This volume of shares sold represents approximately $19.81M in transactions.



This page (NASDAQ:BSMP) was last updated on 12/18/2024 by MarketBeat.com Staff
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